IRF
UFS

IBM Retirement Fund’s DOMTAR CORPORATION (New) UFS Stock Holding History

IBM Retirement Fund’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,967
Closed -$222K – 954
2016
Q3 		$222K Sell
5,967
-330
-5% -$12.2K 0.01% 919
2016
Q2 		$220K Sell
6,297
-183
-3% -$7.04K 0.01% 943
2016
Q1 		$262K Sell
6,480
-8,240
-56% -$282K 0.01% 880
2015
Q4 		$544K Buy
14,720
+1,108
+8% +$43.9K 0.01% 968
2015
Q3 		$487K Sell
13,612
-1,175
-8% -$46.4K 0.01% 867
2015
Q2 		$612K Sell
14,787
-406
-3% -$17.8K 0.01% 946
2015
Q1 		$702K Sell
15,193
-29
-0.2% -$1.22K 0.01% 884
2014
Q4 		$612K Buy
15,222
+1,451
+11% +$57.1K 0.01% 915
2014
Q3 		$484K Sell
13,771
-1,820
-12% -$69.4K 0.01% 953
2014
Q2 		$673K Sell
15,591
-619
-4% -$29K 0.01% 919
2014
Q1 		$920K Sell
16,210
-9,278
-36% -$478K 0.02% 789
2013
Q4 		$1.2M Sell
25,488
-1,320
-5% -$57.3K 0.02% 840
2013
Q3 		$1.06M Sell
26,808
-3,794
-12% -$135K 0.01% 874
2013
Q2 		$1.02M Buy
+30,602
New +$1.1M 0.01% 908

Other funds holding UFS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBM Retirement Fund's UFS Position: Q4 2016 in Review

IBM Retirement Fund sold out of DOMTAR CORPORATION (New) (UFS) in Q4 2016, closing a stake of 5,967 shares — an estimated $222K sold.

IBM Retirement Fund first reported a position in UFS in Q2 2013 and held it in 14 quarters. The position peaked at $1.2M in Q4 2013. 260 funds tracked by Wall St. Rank hold UFS as of Q4 2016.

  • IBM Retirement Fund reported no remaining DOMTAR CORPORATION (New) position as of Q4 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 5,967 DOMTAR CORPORATION (New) shares in Q4 2016, an estimated $222K.
  • IBM Retirement Fund first reported a position in DOMTAR CORPORATION (New) in Q2 2013 and held it in 14 quarters.
  • IBM Retirement Fund's DOMTAR CORPORATION (New) position peaked at $1.2M in Q4 2013.
  • 260 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q4 2016.

Based on IBM Retirement Fund's 13F filing for Q4 2016, filed 10 Feb 2017.